Christopher J. Harrer, CEPA - UBS Financial Services Inc.

Dorian Khouri is a seasoned Senior Vice President and Wealth Management Financial Advisor at UBS Financial Services Inc., located in Los Angeles, California. With a focus on Private Wealth Management, he and his team are dedicated to offering tailored financial advice that aligns with clients' complex investing, planning, and financing priorities. Recognizing the importance of long-term relationships, the team strives to provide customized financial strategies and quality client service. Dorian Khouri and his associates leverage their extensive expertise in investment management and estate planning to help clients confidently pursue their wealth management goals. Generated from the website

UBS Financial Services Inc. in Pasadena, CA, is a prominent wealth management firm providing tailored financial solutions primarily for high-level executives and successful entrepreneurs. Under the leadership of First Vice President Albert Shih, the company emphasizes a comprehensive approach to family wealth management, ensuring clients' legacies are preserved across generations. Founded over 160 years ago, UBS has established itself as a trusted global wealth manager, adept at navigating market complexities and financial challenges. The firm's UBS Wealth Way strategy focuses on three key dimensions—Liquidity, Longevity, and Legacy—helping clients organize their financial lives and pursue their wealth management goals effectively. Generated from the website

Newport Legacy Wealth Management, a team within UBS Financial Services in Newport Beach, CA, specializes in personalized wealth management strategies designed to fulfill the unique aspirations and long-term goals of their clients. With a commitment to quality client service and a focus on building lasting relationships, the team delivers insight-based advice to help clients navigate the complexities of their financial journeys. Led by experienced professionals like Senior Vice President Douglas Cosgrove, who boasts over 30 years in the financial industry and holds a CERTIFIED FINANCIAL PLANNER designation, Newport Legacy emphasizes strategies centered around three key elements: Liquidity, Longevity, and Legacy. This tailored approach enables clients to explore comprehensive wealth management solutions that are shaped by their current needs and future objectives. Generated from the website